Structure of the Wholesale Drug Providers Industry
The wholesale drug providers industry includes firms that distribute pharmaceuticals, medical products/services, and other healthcare technologies. The space is competitive and is littered with national, regional, and local full-line, short-line and specialty wholesalers as well as manufacturers engaged in direct distribution. Because of competition, participants face pricing pressure from both customers and suppliers. Many boast CVS, Walgreens, Rite Aid, and Wal-Mart as their largest customers, and collectively, these chains can generate more than half of a constituent’s revenue. We’re not fans of the group.
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